See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,338 | $76,000-48.2% | $154,107-74.5% | $64,186-38.7% |
| Participation rate | 87.0% | 70.4%+16.6pp | 83.0%+4.0pp | 69.6%+17.5pp |
| Annual return | -9.48% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,947 | $3,351-41.9% | $5,298-63.2% | $2,381-18.2% |
| Participant deferral / active EE | $3,307 | $3,175+4.1% | $5,081-34.9% | $3,470-4.7% |
| Admin fee / account holder | $1,446 | $5,596-74.2% | $13,411-89.2% | $4,888-70.4% |